Old Oak Financial Planning, Inc.

Old Oak Financial Planning, Inc. (CRD# 122500) is a financial advisory firm headquartered in Brighton, MI. They manage $79,116,343 in 646 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    646
    ACCOUNTS
  • Average Account Value
    $122,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Old Oak Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark E. Garbacik
CRD#: 1522425
7077 Fieldcrest Dr., Suite 400, Brighton, MI 48116
96
Wealthminder
score

Mark Garbacik (CRD# 1522425) is an Investment Advisor Representative working at Old Oak Financial Planning, Inc. in Brighton, MI and has over 24 years of experience in the finance industry. Mark Garbacik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Terry L. Rawsky
CRD#: 2323003
7077 Fieldcrest Dr., Suite 400, Brighton, MI 48116
96
Wealthminder
score

Terry Rawsky (CRD# 2323003) is an Investment Advisor Representative working at Old Oak Financial Planning, Inc. in Brighton, MI and has over 23 years of experience in the finance industry. Terry Rawsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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